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Ben Horowitz on foundation models as infrastructure: “People believed the big foundation models would be giant brains that could do anything better than anybody.” “It has not played out quite like that.” “Maybe the application behavior is actually more important than having the biggest model trained with the most... show more

a16z

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46,594 просмотров • 7 месяцев назад •via X (Twitter)

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Ben Horowitz on AI: “This is a bigger technology market than I've ever seen.” In this exclusive conversation with a16z's Jen Kha, Ben covers: - Why he doesn't think there's an AI bubble - How a16z is structured - The origin of our American Dynamism vertical - His most listened song in 2025 0:00 Introduction 1:33 Managing GPs vs companies 4:33 How a16z is structured 10:14 Culture and staying in the details 12:46 How to identify the right markets 21:28 M&A landscape opening up 22:09 Why foundation models alone aren't enough 25:46 Ownership and the future of VC 29:03 Why AI will produce more winners than previous technology cycles 32:01 Rapid-fire personal questions benahorowitz.eth Jen Kha

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📁 Ben Horowitz says large foundation models are not universal brains. They are infrastructure. Real value comes from combining many models for specific use cases. Cursor proves it by running over 13 models and building its own coding model. The edge is no longer size, but orchestration.

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Jon Hernandez

14,503 просмотров • 7 месяцев назад

Behavioral Foundation Models (BFMs) trained with RL are secretly more powerful than we think. BFM’s directly output a policy believed to be near-optimal given any reward function. Our new work shows that they can actually do much better:

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Ben Horowitz once told Martin Casado that pricing is the most important decision in the history of a company. Pricing determines both growth and margins, the two forces that drive valuation. Martin says the same lesson still applies today as software moves from recurring licenses to usage-based models. Source: martin_casado with Mario Gabriele 🦊 on The Generalist

Ben Horowitz once told Martin Casado that pricing is the most important decision in the history of a company. Pricing determines both growth and margins, the two forces that drive valuation. Martin says the same lesson still applies today as software moves from recurring licenses to usage-based models. Source: martin_casado with Mario Gabriele 🦊 on The Generalist

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"As roboticists and computer vision people [outside of big tech], do we just wait for the next foundation model?" I share the frustration. It's disempowering when most major progress recently is downstream of "foundation models" that you don't have the compute or data to train.

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Chris Offner

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Being a leader is saying what people don’t want to hear. Ben Horowitz: “If everyone agrees with the decision, then you didn’t add any value because they would’ve done that without you.” “The only value you ever add is when you make a decision that most people don’t like.” benahorowitz.eth Lenny Rachitsky

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"AI is an operating system." Lux Capital's Deena Shakir says the biggest opportunities are shifting to application layers like healthcare and robotics, where startups can build on top of foundation models rather than compete with them

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Marc Andreessen and Ben Horowitz explain the problem with the conventional wisdom of judging markets on how they look today: “As [we] go through our careers, we just see more and more examples where the mistakes that we or others make is, - The market for Uber and Lyft must be the market for taxi cabs, - Or the market for cloud software must be the same as the market for on-prem software, - Or the market for GPUs must be the market for people who like to play games.” The winners build technology that unlocks something on the supply side and grows market size by orders of magnitude. Marc Andreessen 🇺🇸 benahorowitz.eth

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